MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.73B
1-Year Est. Return 30.3%
This Quarter Est. Return
1 Year Est. Return
+30.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.1M
3
+$8.41M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.55M
5
TXN icon
Texas Instruments
TXN
+$6.54M

Top Sells

1
+$19.6M
2
+$11.2M
3
+$9.82M
4
CYBR icon
CyberArk
CYBR
+$8.21M
5
PYPL icon
PayPal
PYPL
+$7.58M

Sector Composition

1 Technology 17.97%
2 Financials 16.87%
3 Healthcare 14.71%
4 Industrials 10.06%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.88M 0.21%
8,661
+70
77
$1.87M 0.21%
+66,250
78
$1.72M 0.19%
7,769
-6,215
79
$1.72M 0.19%
10,569
-600
80
$1.71M 0.19%
50,228
+321
81
$1.71M 0.19%
8,863
+30
82
$1.54M 0.17%
18,804
+3,038
83
$1.46M 0.16%
15,529
84
$1.32M 0.15%
25,659
-627
85
$1.32M 0.15%
3,742
+871
86
$1.29M 0.14%
8,245
-14
87
$1.27M 0.14%
4,731
88
$1.25M 0.14%
3,335
89
$1.12M 0.13%
20,310
+190
90
$1.08M 0.12%
54,126
-69,434
91
$1.08M 0.12%
10,825
92
$1.06M 0.12%
37,163
+66
93
$1.02M 0.11%
17,958
94
$981K 0.11%
4,000
95
$948K 0.11%
6,280
+87
96
$942K 0.11%
7,643
-374
97
$927K 0.1%
22,659
-3,169
98
$878K 0.1%
5,794
+1,218
99
$842K 0.09%
3,867
+17
100
$831K 0.09%
8,349
+33
2 3
4
5 6